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ORTFX vs UTAYX
ORTFX vs UTAYX Comparison
Open Charts ORTFX vs UTAYX
NYLI MacKay Oregon Muni
Price$9.99
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets281.62M
NYLI MacKay Utah Muni
Price$9.41
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets198.6M
ORTFX vs UTAYX Comparison Chart
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ORTFX vs. UTAYX commentary
Apr 29, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ORTFX is a Hold and UTAYX is a Hold.
FUNDAMENTALS
Fundamentals
ORTFX has more cash in the bank: 282M vs. UTAYX (199M). UTAYX pays higher dividends than ORTFX: UTAYX (3.35) vs ORTFX (2.84). ORTFX was incepted earlier than UTAYX: ORTFX (39 years) vs UTAYX (29 years). ORTFX (0.80) is less costly to investors than UTAYX (0.75). UTAYX is a more actively managed with annual turnover of: 34.00 vs. ORTFX (23.00). UTAYX has a lower initial minimum investment than ORTFX: UTAYX (0) vs ORTFX (1000). UTAYX annual gain was more profitable for investors over the last year : 1.22 vs. ORTFX (0.34). UTAYX return over 5 years is better than : 2.03 vs. ORTFX (-0.83).
| ORTFX | UTAYX | ORTFX / UTAYX | |
| Total Expense Ratio | 0.71 | 0.55 | 129% |
| Annual Report Gross Expense Ratio | 0.80 | 0.75 | 107% |
| Fund Existence | 39 years | 29 years | - |
| Gain YTD | -1.446 | -1.091 | 133% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 282M | 199M | 142% |
| Annual Yield % from dividends | 2.84 | 3.35 | 85% |
| Returns for 1 year | 0.34 | 1.22 | 28% |
| Returns for 3 years | 3.41 | 4.82 | 71% |
| Returns for 5 years | -0.83 | 2.03 | -41% |
| Returns for 10 years | 7.68 | 14.11 | 54% |
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